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Safety Training Admin Functions

Updated over 3 weeks ago

Standard Menus (Available to all Training Account Types)

  • Dashboard – Provides graphical summaries of training events.

  • Toolbox Talks – Manage PDF documents for training/toolbox talks.

  • Training Tracking – View past training records filtered by individual, group, or trainer.

  • Training Reports – Run analytics reports based on training data.

  • Required Trainings – Manage periodic recertification requirements (e.g., CPR, Fall Protection).


Custom Menus

  • Training Events – Start or review training sessions.

  • Manage Employees – Oversee attendee and trainer profiles.

  • Training Settings – Configure location requirements, project assignments, logo usage, etc.

  • Report Scheduler – Set up automated report emails.

  • Training Exams – Create or edit training exam templates (additional billing may apply).

  • Training Confirmations – Send digital training confirmations to attendees.


⚠️ Important: This guide applies only to the Training App in Safety Reports. The steps and features described do not apply to other apps, including:

Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Forms App, or any other part of the Training App outside of the Training Events section.

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